Vendors
The people and companies you pay or receive money from.
What is the Vendors screen?
Vendors are the people or companies you pay or receive money from — used on every Income and Expense record.
Why does this matter?
Tagging transactions with a Vendor is what lets you answer questions like “how much have we spent with this supplier this year?” and keeps vendor tax details (GST/PAN/TAN) in one place instead of retyped on every transaction.
When would I use this?
- Onboarding a new supplier or customer before recording a transaction with them
- Looking up how much has been spent with a particular vendor
- Reviewing or updating a vendor's tax or contact details
Before you start
You need access to the Vendors screen under Finance → Inex to add or manage vendors.
How to add a new vendor
- Open Vendors
Go to Finance → Inex → Vendors.
- Click Create Vendor
Click + Create Vendor at the top of the page.
- Fill in the vendor's details
Complete Basic Information (name, email, contact, vendor type), Address Details, Tax & Compliance (GST/PAN/TAN, GST Treatment), and an optional Budget, then click Save Vendor.
The vendor table
Each row shows the Vendor name, Contact, Vendor Type, Country, and Total Spent. Use Select Columns to add or remove fields, and the search bar to find a vendor by name.
Recovering a removed record
Use View Trash at the top of the page to find and restore a record that was removed.
Example
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